Creative Planning’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Creative Planning’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-800	Closed	-$1K	–	2619
2021 Q1	$1K	Buy	+800	New	+$18.5K	﹤0.01%	2601
2016 Q1	–	Sell	-400	Closed	-$1K	–	4561
2015 Q4	$1K	Buy	+400	New	+$13.2K	﹤0.01%	4262
2015 Q2	–	Sell	-2,400	Closed	-$6K	–	3055
2015 Q1	$6K	Buy	2,400 +400	+20%	+$15.5K	﹤0.01%	3479
2014 Q4	$6K	Buy	+2,000	New	+$83.1K	﹤0.01%	3429

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Creative Planning's XLE Position: Q1 2026 in Review

Creative Planning increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 6.2% in Q1 2026, buying an estimated $1.43M and bringing the position to 453,873 shares worth $27.8M. The position accounts for 0.02% of the portfolio, ranked #329.

Creative Planning first reported a position in XLE in Q2 2013 and has held it in 52 quarters since. The position peaked at $399M in Q4 2017. 2,103 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Creative Planning held 453,873 shares of State Street Energy Select Sector SPDR ETF worth $27.8M as of Q1 2026.
Creative Planning bought 26,572 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $1.43M.
State Street Energy Select Sector SPDR ETF made up 0.02% of Creative Planning's portfolio in Q1 2026, its #329 holding.
Creative Planning first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
Creative Planning's State Street Energy Select Sector SPDR ETF position peaked at $399M in Q4 2017.
2,103 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.